Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
What to Do When Clients Lie
By Jane Wollman Rusoff"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
July 28, 2017
Treasury to Wind Down Obama MyRA ProgramDemand for and investment in the myRA program has been extremely low, Treasury said.
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 20, 2017
Advisors, Plan Sponsors Out of Sync in DC Plan SpaceWells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
July 17, 2017
States Dumping Estate Taxes, but Beware Those That Haven’tA new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 10, 2017
Bernard Health Expands Partnership With Financial Advisors: Portfolio ProductsAlso, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.
July 03, 2017
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio ProductsAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.